Guru Ownership Trend
Guru Analysis for Newmont Corporation (NEM)
Newmont Corporation (NEM), a key player in the Materials sector, continues to attract institutional attention.
As of Q2 2026, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.26 B.
Top institutional holders include First Eagle Investment and Cliff Asness.
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 6.25% of their equity portfolio to it.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $10.43 M net outflow during the quarter.
Recent activity highlights John Hussman who increased their stake by 200.0%. Conversely, Manning & Napier Group reduced exposure by 92.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Newmont Corporation (NEM)
Major holders include First Eagle Investment ($1.08 B), Cliff Asness ($669.92 M), Ray Dalio ($251.73 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 25.69 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $10.43 M, with 6 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited NEM. The total reported sell value was $103.55 M.
Yes, 0 managers opened new positions in NEM, and 6 increased their existing holdings. The total reported buy value was $93.12 M.
